MyBudget is Australia’s most trusted personal budgeting service. Since 1999, our award winning service has helped over 130,000 Australians achieve their financial goals.

We are a team of passionate individuals who share a common purpose; to help Australians live a life free from money worries. With our caring and consultative money management approach and commitment to financial responsibility, we take great pride in making a positive difference in people’s lives.

Be Part of Our Caring and Empathetic Team

At MyBudget, we are more than just a company; we are a team of compassionate individuals united by a common purpose and a genuine care for our clients and one another.

About the Role

Do you want to make a genuine difference in people’s lives every day? Are you someone who thrives in a fast-paced, purpose driven environment where empathy, clarity, and outcomes truly matter? Step into a pivotal role as a Client Success Coach in our Transition Team and help guide clients through life changing financial moments.

At MyBudget, you’re not just taking calls—you’re creating hope. If you’re looking for a role where your communication skills, empathy, and solutions mindset can create lasting change, this is your opportunity to do something truly impactful every single day.

This isn’t your average customer service role. This is your opportunity to guide clients through some of the most critical and transformative moments of their financial journey—helping them find clarity, regain control, and ultimately stay on track to achieve their goals.

You’ll be working in a collaborative and supportive team that celebrates wins, learns from challenges, and genuinely cares about each other. You’ll have opportunities to contribute to process improvements and innovation in how we serve clients at pivotal moments—your ideas and feedback will be heard and valued.

What You’ll Do

As a Client Success Coach, you’ll:

Lead high-quality, solution focused conversations with clients during their onboarding or potential exit periods.

Build strong relationships by clearly explaining their financial position and offering tailored next steps.

Proactively manage inbound and outbound calls to retain clients and resolve concerns—big and small.

Play a key role in identifying patterns and providing feedback that improves the client experience.

Ensure all work is completed in line with MyBudget’s policies and financial compliance standards.

What You’ll Bring

Outstanding communication and people skills with a high level of empathy and resilience.

Confidence navigating complex conversations with the ability to find practical, win-win solutions.

Strong attention to detail and time management skills in a contact centre or fast-paced client service environment.

A passion for improving lives and helping clients achieve financial freedom.

What Our Hybrid Working Set Up Consists Of

Our Client Success Coaches enjoy the flexibility of being based permanently in our vibrant MyBudget offices (located in an attractive Adelaide CBD location), or working a shift rota of two weeks from home, and one week in the office, where you can reconnect with your team.

At this time we are only seeking full-time candidates who have the flexibility to work both early and late shifts Monday to Friday, together with occasional national public holidays (overtime applies). Shifts commence at either 7:00am or 9:30am.

Please note this role is based in Adelaide and whilst hybrid working is offered, due to the training requirements the first six months will be based in our office at 122 Frome Street so you can fully understand the role, our clients and experience our awesome culture.

Why Join MyBudget?

Our employees are never just a number to us. As a medium sized business with small teams, our leaders work collaboratively with their people to enhance their day to day working experience, so that they love coming to work each day and are well positioned to provide our clients with an amazing service experience.

At MyBudget, we truly value our team and believe in rewarding our people for being part of the MyBudget family. Our employee benefits include:

Significant savings on car ownership through novated leasing, potentially saving you thousands on income tax, GST and the vehicle drive away price.

Access to hundreds of everyday savings from technology, phone bills, groceries, fashion, restaurants and entertainment.

Discounts on corporate health insurance.

A strong commitment to employee wellness, including a $150 annual subsidy for a range of products to support your wellness journey, Employee Assistance Program, regular wellness events and education sessions, and fresh fruit daily.

Free access to the MyBudget service, plus Family & Friends discounts.

Modern offices in an attractive CBD location.

Regular social events for all team members, and the opportunity to be part of a paid social club.

A collaborative approach to fostering a positive work environment, including employee-led committees focused on culture, wellness and diversity.

As part of the MyBudget family, we are committed to creating an environment where our employees can thrive. You will receive comprehensive support to excel in your role. We also offer a range of opportunities to progress your career, including training, coaching, and opportunities for further study to ensure you are fully equipped for success. Your growth and professional development are our priorities as we work together to make a positive impact on countless lives.

If you feel you have the relevant skills and experience for this role and you are excited by the prospect of joining a business that is on a mission to enhance the world we live in, we would love to talk with you. APPLY TODAY!

Our Commitment To Diversity and Inclusion

MyBudget is committed to a workplace that is diverse and inclusive, where employees are embraced for their unique qualities and valued for their contribution. We believe a diverse and inclusive workplace brings out the best in everyone, and helps us to deliver a world-class client experience. We encourage applications from candidates of all cultural backgrounds and sexual orientations, as well as those with Aboriginal and Torres Strait Island ancestry.